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![rrdas Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::18376983.png) Jack [@rrdas](/creator/twitter/rrdas) on x XXX followers
Created: 2025-07-25 14:08:57 UTC

Semiconductors are high capex.

Many dropped at earnings like $INTC $ASML $NXPI $TXN etc.

$SMH XXX to XXX in XX weeks.

All semi  $SMH $AMD $AVGO $QCOM $LRCX $AMAT $ON $MPWR $NVDA $SNPS $ARM & even $QQQ $SPY soon see many challenges at earnings, and vix possible spike soon.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948747303394951623/c:line.svg)

**Related Topics**
[spy](/topic/spy)
[qqq](/topic/qqq)
[nvda](/topic/nvda)
[avgo](/topic/avgo)
[asml](/topic/asml)
[vix](/topic/vix)
[$qqq](/topic/$qqq)
[$arm](/topic/$arm)

[Post Link](https://x.com/rrdas/status/1948747303394951623)